Category: Inflation

Is Inflation on the Horizon?

So far, tariff-induced inflation simply hasn’t arrived. You’d think if it was going to, it would be here by now. But, are we out of the woods? And, how can you protect yourself?

November 8, 2019

Are You Managing Money? Maybe you should be managing risk.

Jim Lorenzen, CFP®, AIF® Markets are sensitive to risk. We know that. According to analysts at Lockwood Advisors, only 8% of global economies are now

January 28, 2019

Here’s Your 10-Point Financial Discussion Checklist!

Jim Lorenzen, CFP®, AIF® How does your financial future look? Your chances for financial freedom will depend on how well you’ve covered your bases! Here’s

January 13, 2019

Managing Retirement Income Decisions During Retirement

Jim Lorenzen, CFP®, AIF® Managing retirement income has never been easy. Those who retired in the early 1970s saw interest rates rise dramatically, then fall

November 27, 2017

A Guaranteed Income for Life?

Jim Lorenzen, CFP®, AIF® In a previous post I talked about how everyone now has to be his/her own actuary, if they want to create

July 27, 2017

The Provisional Income Trap

… and what it means to your retirement income – particularly your Social Security taxation in retirement. Jim Lorenzen, CFP®, AIF® Most people believe

July 25, 2017

Is the 4% Rule Still Valid?

Jim Lorenzen, CFP®, AIF® Ever hear about the 4% Rule? It’s about safe withdrawal rates for retirement income. If you’ve been following my pontifications

June 19, 2017

Retirement and Income Taxes

Jim Lorenzen, CFP®, AIF® Who better to talk about taxes in retirement and income taxes than a CPA? You may be familiar with Ed Slott

June 16, 2017

Inflation, Stocks, and Computing Investment Returns

Jim Lorenzen, CFP®, AIF® People are often either surprised to hear that stocks are probably the best inflation hedge they’ll ever find – or they

April 11, 2017

Category: Inflation

Is Inflation on the Horizon?

Are You Managing Money? Maybe you should be managing risk.

Here’s Your 10-Point Financial Discussion Checklist!

Managing Retirement Income Decisions During Retirement

A Guaranteed Income for Life?

The Provisional Income Trap

Is the 4% Rule Still Valid?

Retirement and Income Taxes

Inflation, Stocks, and Computing Investment Returns

Most Popular:

Get Ready for Some Possible Tax Increases!

Will My Money Last?

Protecting Wealth from Inflation

Key Retirement Milestones

Want to Defer RMD Taxable Income? Try a QLAC!

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Jim's Money Blog

Get Ready for Some Possible Tax Increases!

Will My Money Last?